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Technology Stocks : Ericsson overlook?

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To: DaveMG who wrote (3267)	5/25/1999 10:28:00 AM
From: tero kuittinen	Read Replies (3) of 5390

Nokia and Ericsson won't go into component sales - for good reasons. But they can influence which component manufacturers, operating systems and standards succeed. Witness the Matsushita deal with Symbian - that was the final nail in Microsoft's coffin as a power in mobile handset business. If Ericsson and Nokia won't buy Qualcomm's third generation components for either base stations or phones - there goes that company's chance to be a central player in the third generation solutions. The Japanese companies will try to make their own components anyway - promoting a ground-up Japanese 3G industry is the whole reason for NTT-DoCoMo's enthusiasm in W-CDMA. I'd say hell will freeze over before Motorola will start buying Qualcommm's chipsets after the lawsuits and bad blood over the Startac patent infringement issues. We have had this long-running discussion of whether it is a good policy to build alliances and promote cooperation with even your worst competititors (Nokia-Ericsson-Motorola model). Or whether it is smart to alienate most of the mobile telecom industry. And here we are, in May 1999. Qualcomm is still in opposition when all other mobile telecom companies agree on basic IPR issues over 3G solutions. They can still try to sabotage the entire W-CDMA project with its multi-billion dollar investments from both operators and mannufacturers. We can only guess how much good will that will gain them in the nascent W-CDMA industry. The point about W-CDMA handsets is that orders from them have already been placed by NTT-DoCoMo. Major R&D is taking place in Korea, China, USA and Europe. Right now cdma2000 seems to be on the verge of being marginalized into a USA-Canada kind of standard. With maybe Mexico thrown in. The miniaturization process of W-CDMA will advance in direct relation to research funds being spent on W-CDMA - which dwarf the amount spent on cdma2000. Tero

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